2025 Customer Success Representative
Customer support representative job in New Paris, IN
EOE Statement We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status or any other characteristic protected by law. Category Customer Service Description
SUMMARY
As a Customer Success Representative, you serve as a primary point of contact for KMC Controls' customers, ensuring satisfaction through proactive communication, order management, and problem resolution. This role supports the Customer Success, Technical Support, Training, Sales, Production, and Shipping departments by managing inquiries, coordinating with internal departments, and maintaining a positive, professional customer experience from order placement through post-sale support.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Include the following. Other duties may be assigned. The below statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties, and requirements of personnel as classified. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
* Manage customer orders from entry through fulfillment, ensuring accuracy and timely delivery.
* Respond promptly to customer inquiries via phone, email, or CRM system.
* Provide product information, pricing, and order status updates.
* Collaborate with production, shipping, and technical support teams to resolve customer issues.
* Document and track customer interactions in the company's CRM system.
* Monitor account activity and identify opportunities for improved customer experience or process efficiency.
* Support sales initiatives by assisting with quotes, returns, and product availability checks.
* Maintain an up-to-date understanding of KMC Controls products, systems, and services.
Position Requirements
QUALIFICATIONS
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
EDUCATION and/or EXPERIENCE
* A High School diploma or GED along with a minimum of 2-years' experience in either a Customer Service or Account Management field.
* Associate degree in Business Administration, Communications, or related field; or equivalent experience.
* Minimum of 2 years of experience in customer service, inside sales, or account support-preferably in a manufacturing or technology environment.
* Experience using ERP (Enterprise Resource Planning) and CRM (Customer Relationship Management) systems preferred.
LANGUAGE SKILLS
Ability to read and comprehend simple instructions, short correspondence, and part aid prints. Ability to enter production using Epicor MES. Ability to effectively present information in one-on-one discussion with supervisor and Co-workers
MATHEMATICAL SKILLS
Ability to add, subtract, multiply and divide in all units of measure using whole numbers, common fractions, and decimals. Ability to compute rate, ratio and percent.
REASONING ABILITY
Ability to apply commonsense understanding to carry out detailed but uninvolved written or oral instructions. Ability to deal with problems involving a few concrete variables in standardized situations.
COMPUTER SKILLS
Proficient in Microsoft Office Suite: Outlook, Word, Excel, PowerPoint.
PHYSICAL DEMANDS
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to type, write, talk and hear.
WORK ENVIRONMENT
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Full-Time/Part-Time Full-Time Position 2025 Customer Success Representative Number of Openings 1 Exempt/Non-Exempt Exempt Location Kreuter Engineering Co Inc About the Organization For over 50 years, KMC Controls has helped facilities achieve higher levels of energy efficiency and indoor environmental quality by automating and controlling building systems. KMC Controls is an independent American manufacturer of building automation solutions for system integrators, system distributors, and OEM partners.
KMC is dedicated to:
* Building automation solutions that are easy to purchase, install, and use
* Providing open, secure, and scalable systems
* Facilitating reductions of energy consumption and operating costs
* Increasing occupant comfort and productivity
Our Mission
Innovative and intuitive solutions; responsive and supportive people.
Our Vision
KMC Controls will provide innovative, easy-to-use building management and automation solutions. We will be known for our market focus, creativity, and dedicated, passionate employees.
Made in the USA
KMC Controls building automation devices are designed and manufactured in the U.S.A. under the ISO-9001: 2008 registered quality system. KMC partners enjoy a comprehensive 5-year product warranty and unparalleled post-sales support.
4:30 PM - 9:30 PM: Customer Service Representative (Part-Time)
Customer support representative job in Elkhart, IN
Shift Available: 4:30 PM - 9:30 PM
Customer Service Representatives are responsible for assisting Dayton Freight customers with a variety of inquires including freight pickup requests, rate quotes or freight charges, hot shipments, shipment tracing and appointments or special requests.
Responsibilities
Assist the Service Center Manager
Take and deliver messages for the Service Center Manager and Account Managers
Provide assistance to Drivers
Prepare bills of lading and delivery receipts
Maintain excellent communication with external and internal customers as well as interline companies
May be asked to assist with:
Payroll
Data entry
Freight reports
Driver collect reports
Billing and filling
Qualifications
Skillful in Microsoft Office Programs
Excellent keyboarding skills
Has worked in a fast paced environment and has excellent attention to detail
Experience with handling a high volume of phone calls
Exceptional communication and customer service skills
Benefits
Stable and growing organization
Competitive weekly pay
Quick advancement
Customized training program
Professional, positive and people-centered work environment
Modern facilities
Auto-ApplyClient Specialist
Customer support representative job in Mishawaka, IN
About the Role:
As a Client Specialist at Baird, you'll play a pivotal role in delivering outstanding client service and operational support to one or more Financial Advisors. You'll be at the heart of the client experience-coordinating onboarding, managing communications, supporting account operations, and helping organize impactful client events. Your work will directly contribute to the success of Baird's Private Wealth Management business, where true wealth management means understanding each client's unique vision and tailoring solutions to help them succeed.
Check out this video to learn more about the day in the life of our Client Assistants and Client Specialists!
The Impact You'll Make:
Responsible for client onboarding coordination, which includes managing Financial Advisor(s) prospect pipeline, assisting with proposal generation, preparing new account paperwork, opening accounts, transitioning new assets to Baird and establishing an ongoing communication/client service plan.
Gain knowledge of and leverage partnership with Baird's Corporate Resource Groups to provide the best wealth management solutions to clients.
Answers all incoming phone calls and handles as appropriate. Manages client needs where possible and advises Financial Advisor of action taken.
May schedule client appointments and/or conference room for appointments.
Assemble/generate materials including paperwork and reports for client meetings.
Understand and ensure business adherence with firm and financial industry regulatory policies.
May manage FA and Team's social media presence (website, LinkedIn, Twitter, etc.).
Maintain Client Relationship Management (CRM) system for Financial Advisor(s), as well as leverage the platform to manage the client relationship through mailings, reporting, e-mail tracking, and more, with the goal of implementing well-defined client service models.
May organize and coordinate seminars and client events at the direction of Financial Advisor(s). Develops client lists, designs material and seminar/meeting content, coordinates PowerPoint presentations and follows through with client contact.
Seek ways to enhance FA(s) business effectiveness and marketability.
Initiates and completes all transactions required to fully service client accounts i.e. paperwork, correspondence, client request fulfillment and special projects as needed.
May enter security orders including stocks, bonds, fixed income, options, annuities and other investment vehicle orders per Financial Advisors' instructions or upon client's verbal direction.
May also provide back-up to other teams and the branch when necessary, as well as perform other duties and special projects as necessary.
Proactively review investment opportunities on a daily basis & notify Financial Advisor(s) to take action on those opportunities with the goal of driving the Financial Advisors' business. Specifically, this may include funds available/money line, maturing securities, reorg items, and previous days' activities.
What You'll Bring to Baird:
2+ years of prior industry and/or administrative work experience.
Must have Active Securities Industry Essentials (SIE) Exam, Series 7, and Series 66 or Series 63 and Series 65 licenses or be willing to study and obtain within 18 months of hire. Training and resources to be provided and paid for by Baird. If not fully licensed, title will be Client Assistant.
Proficient in Microsoft Office suite (Word, Excel, PowerPoint) with the ability to learn and effectively navigate Baird's Private Wealth Management technology platforms.
Excellent verbal and written communication skills; ability to adeptly exchange ideas and information.
Detail oriented with an emphasis on accuracy.
Strong organizational skills -- consistent ability to prioritize workflow of team to achieve specific goals in a timely manner.
Understands compliance regulations and correspondence policies. Maintains client confidentiality in all situations.
Good analytical and critical problem-solving skills.
Bachelor's degree preferred, not required.
#LI-PWM2
Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.
Auto-ApplyCare Coordinator, Physiatry, Full-time Days
Customer support representative job in South Bend, IN
Beacon Health System is hiring a full-time day shift Care Coordinator for our Physiatry Department with our Beacon Medical Group in South Bend, IN. Be a Beacon. Make a Difference. At Beacon Health System, you're not just part of a team, you're part of something bigger. Every patient interaction is a chance to lead with compassion, build trust, and create lasting impact. Here, your expertise supports healing, and your heart connects us to the communities we serve.
* Medical, Dental, & Vision Insurance through Cigna
* Life Insurance
* 403(b) Matching Retirement Fund
* Competitive Paid Time Off (PTO)
* Shift Differentials
* Employee Assistance Program (EAP)
* Tuition and Certification Reimbursement
* Clinical Ladder Program
* Local and National Discounts
* Beacon Academy Educational Courses
* Gym Membership Discount
About Beacon Medical Group
As a division of Beacon Health System, Beacon Medical Group is the largest, most comprehensive medical group in the region. Currently employing more than 250 physicians, 80 advanced practice clinicians, and representing over 35 different specialties, BMG is deeply rooted in the community it serves. Providing comprehensive treatment with a personal touch, we're dedicated to improving health and inspiring hope throughout the region.
What You'll Do
As a Physiatry Department Care Coordinator, you will be based in a Beacon Medical Group office with the potential for occasional hospital visits to support patient care coordination. You will focus on coordinating care for patients who are admitted to the hospital or emergency department, ensuring smooth transitions between various healthcare settings, and fostering communication among outpatient physicians, hospital teams, and family members.
Care Coordinator Job Responsibilities
* Patient & Family Support: Welcome patients and families upon hospital or emergency department admission, assist with communication, and support post-discharge planning.
* Healthcare Team Collaboration: Coordinate with physicians, nurses, social workers, and specialists to ensure timely care and information sharing. Arrange specialty consults and follow-ups.
* Care Coordination: Manage smooth transitions from hospital to outpatient care, including discharge planning, medication reconciliation, and communication with primary care providers.
* Quality Improvement: Contribute feedback to enhance patient care and service efficiency. Prepare case summaries for review as needed.
* Administrative Duties: Participate in meetings and training, maintain certifications (e.g., BCLS), and support departmental projects and tasks.
What You Bring
As a care coordinator, you bring a high level of knowledge and competency in performing care coordinator procedures and your advanced analytical skills are necessary to solve complex problems and make decisions related to patient care. You demonstrate the interpersonal skills necessary to establish and maintain effective working relationships with staff, patients, visitors, physicians, and others. You demonstrate the ability to communicate, both verbally and in writing, in a clear and concise manner. You have an understanding of the need to be responsive and reasonably adaptable for scheduling purposes, when necessary, due to extenuating circumstances in support of co-workers and department functions.
Required Qualifications
* Completion of BSN from an accredited nursing program and RN license in the state of Indiana
* Minimum three years of related clinical experience
The Beacon Way
At Beacon Health System, our approach to care goes beyond clinical excellence because it's built on meaningful connections. Guided by our core values of Trust, Respect, Integrity, and Compassion, we strive to create an environment where patients feel heard, employees feel valued, and innovation thrives.
We call this commitment The Beacon Way-a six-point operating system that empowers every team member to lead with purpose, communicate clearly, cultivate talent, embrace performance improvement, leverage innovation, and build greatness through accountability. Whether at the bedside or behind the scenes, everyone at Beacon plays a role in moving health forward.
Customer Service Representative
Customer support representative job in Elkhart, IN
As a Customer Service Representative, you will respond to customer inquiries by telephone, e-mail and/or walk-ins to provide inquiry or problem resolution. You will resolve mostly routine and some non-routine, more complex problems and communicates solution or requested information to the customer. You will analyze a customer's service needs and refer to other service or technical departments for follow up as needed.
Responsibilities:
Support customer base by answering questions, concerns, account inquiries as well as handling customer complaints.
Process payments for cash account customers.
Research and resolve customer problems, acting as the customer liaison between other departments when necessary.
Back-up support to sales counter with walk in and telephone inquiries.
Qualifications:
High School Degree or Equivalent required
Associates' Degree (U.S.)/College Diploma (Canada) preferred
2-4 years of relevant experience
Solid interpersonal skills that allow one to work effectively in a diverse working environment
Able to effectively communicate both verbally and in writing
Able to work well under pressure
Strong attention to detail
Able to deal with people sensitively, tactfully, diplomatically, and professionally at all times
Computer literate, including effective working skills of MS Word, Excel, and e-mail
#LI-HD1
Auto-ApplyCustomer Service Rep II
Customer support representative job in Michigan City, IN
Building the people that build the world.
With platforms in HVAC and Detection and Measurement, SPX Technologies builds innovative solutions that enable a safer, more efficient, sustainable world. Through our RiSE talent development framework, we Reach, Identify, Strengthen, and Engage our employees to support them in their continued development. We're a global company of problem solvers, collaborators, and innovators, and our businesses build solutions that impact the world.
This is a position with The Marley Company, a parent company which provides administrative support to the SPX Enterprises HVAC Heating businesses (such as WM Technologies, LLC, Marley Engineered Products, LLC, Patterson-Kelley, LLC) and includes all Weil-McLain branded products.
How you will make an Impact (Job Summary)
SPX is a diverse team of unique individuals who all make an impact. As a Customer Service Representative, you will provide communication and problem solving support to Weil-McLain's field sales offices and customers with respect to processing of orders and resolution of claims. A Customer Service Representative is assigned to a specific sales area and customer accounts. CSR's provide backup support daily for a secondary area, as well as maintaining coverage within the department.
What you can expect in this role (Job Responsibilities)
While each day brings new opportunities at SPX, your core responsibilities will be:
Order Review and Processing
Receives and reviews customer purchase orders for accuracy and clarity.
Communicates with the customer directly if the order is unclear or if further detail is needed.
Enters orders via the order entry system with strong attention to detail and accuracy.
Assures that non-standard custom orders are submitted to the Commercial Order Department for entry.
Assures that all requests for order expediting are communicated to the appropriate parties and that follow-up communications are conveyed back timely to the customer once the status of expediting attempts are known.
Anticipate customer needs by providing proactive communication regarding order status with a customer centric mindset.
Claims & General Customer Support
Receives, researches and resolves all types of customer claims including warranty, damages, shipment & pricing discrepancies.
Communicates and coordinates with all parties involved in resolution and closure of claims.
Research customer debits, document findings and close either by issuing a credit to the customer or issuing a chargeback invoice for repayment.
Ability to learn product lines and assist with part identification.
Communication and Team Support
Communicates directly, promptly, and courteously with customer account base, field sales personnel and internal teams via telephone/e-mail/instant message concerning orders, claims and other general customer support inquiries.
Provides backup coverage to other CSR's as needed.
What we are looking for (Experience, Knowledge, Skills, Abilities, Education)
We each bring something to the table, and we are looking for someone who has:
Required Experience
2-3 years of previous customer service experience.
Background in a customer service manufacturing setting is a plus.
Previous call center experience strongly preferred.
Previous understanding of shipping and accounting processes a plus.
Preferred Experience, Knowledge, Skills, and Abilities
Must possess high-level written and verbal communications skills.
Must possess strong keyboarding skills, both alpha and numeric.
Excellent interpersonal skills displayed with both internal teams and external customers.
Experience in professional conflict resolution and de-escalation.
Demonstrates strong multi-tasking, prioritization and prompt follow-up skills with the ability to quickly return focus to task after interruption.
Proficient in basic math skills as it relates to product pricing, discounts and adjustments.
Must be skilled in Microsoft Office applications: Outlook, Excel, and Word.
Ability to work in a team-oriented environment that is fast paced and demanding with varying communication styles.
Ability to learn all aspects of operating systems used as it relates to the role for order entry and claims processing. Experience with JD Edwards and EDI a plus.
Education & Certifications
High school diploma or the equivalent is required.
Associate's or Bachelor's degree preferred.
Travel & Working Environment
Minimum travel may be required. Less than 5%.
Workplace is onsite in an office setting.
How we live our culture
Our culture is at the center of what we do and, more importantly, who we are. Our core values set a standard for how we manage ourselves, and our Leadership Model sets the standard for how we engage with each other. Whether you are an individual contributor or you lead a large team, each of us leads.
What benefits do we offer?
We know that the well-being of our employees is integral. Our benefits include:
Generous and flexible paid time off including paid personal time off, caregiver, parental, and volunteer leave
Competitive health insurance plans and 401(k) match, with benefits starting day one
Competitive and performance-based compensation packages and bonus plans
Educational assistance, leadership development programs, and recognition programs
Our commitment to embrace diversity to build a culture of inclusion
We value different backgrounds, experiences, and voices, and we are committed to challenging ourselves, openly communicating, and striving to improve every day. We believe in creating an inclusive work environment where everyone has a voice and is encouraged to realize their fullest potential.
We are an affirmative action and equal opportunity employer committed to making selection decisions without regard to race, color, religion, sex, sexual orientation or identity, national origin, age, disability, veteran status, or any other legally protected basis.
Representative, Customer Service - Skilled
Customer support representative job in Portage, MI
Job Description
Responsible for total customer and sales representative satisfaction in order management Provides sales regions with prompt, quality service and support in a variety of areas including, but not limited to order entry, converting, order management (date matching, expedites), temp requests, weld warranty replacements, sample orders, and troubleshooting various order inquiries
Prompt response to and resolution to Sales Rep issues (questions, requests, etc.) to the Reps satisfaction per company procedures and standards
Effectively communicate with sales reps, regional managers, and other teams/departments (IBP, Schedulers, AR, Service Parts, Marketing)
Perform administrative duties, run reports and special tasks/projects associated with support of capital sales business
Accountable for the relaying of all communication from customers and sales force to internal teams related to order management and/or the manipulation to the scheduled deliver dates of capital equipment
Back-up to Customer Support team when needed
Will follow a standardized order entry process to ensure 100% accuracy for all orders (as defined by the company) that are submitted via phone, electronically or by fax.
Accountable for all record-keeping as appropriate and in accordance with specifications.
Must meet all training and documentation criteria. by company, departmental policies and regulatory procedures, identifying and recording all productivity issues or concerns to help root cause problems
Builds relationships and fosters teamwork with fellow team members, leadership and individuals within other departments.
Prioritizes and identifies activities and tasks, adjusting priorities when appropriate.
Shift Label:
1st Shift 8:00 AM - 5:00 PM Monday, Tuesday, Wednesday, Thursday, Friday
Shift Comments:
Hybrid after fully trained M-W in office Th & F WFH
Customer Service Support Rep- Onsite
Customer support representative job in South Bend, IN
Labcorp is seeking a Customer Service Support Representative to join our team in South Bend, IN. This position will work with physician offices, hospital laboratories, patients and internal customers to ensure that all client needs are addressed accurately and efficiently. The Customer Service Support Representative will provide product education and handle a wide variety of questions while ensuring a world-class customer experience. The ideal candidate will be passionate about Customer Service and motivated to work with a customer-centric team in an innovative company.
Work Schedule: Monday - Friday 3:00pm-11:30pm, Weekend and Holiday rotation.
Benefits: Employees regularly scheduled to work 20 or more hours per week are eligible for comprehensive benefits including: Medical, Dental, Vision, Life, STD/LTD, 401(k), Paid Time Off (PTO) or Flexible Time Off (FTO), Tuition Reimbursement and Employee Stock Purchase Plan. Casual, PRN & Part Time employees regularly scheduled to work less than 20 hours are eligible to participate in the 401(k) Plan only. For more detailed information, please click here.
Job Responsibilities
Act a liaison between Labcorp, the customer base and patients
Resolve routine customer requests with products or services via inbound, outbound calls, or the Internet
Speak with customers in a courteous, friendly, and professional manner using protocol procedures
Inquire, clarify, and confirm customer requirements and understanding of the solution
Provide additional customer education and information as needed
Qualify and establish inbound new customers requesting Labcorp's products and services
Work in multiple databases to research complex issues and questions
Notify clients of test results in a timely and accurate manner
Review test forms for accuracy and report any discrepancies
Participate in activities designed to improve customer satisfaction and business performance
Perform administrative support for medical record management, CRM data maintenance, and internal records to assure HIPAA compliance
Requirements
High School Diploma or GED equivalent required
Associate's degree or higher is highly desired
Previous experience in a customer service role
Experience working in a contact center/call center environment is preferred
Prior healthcare industry, such as a physician's office or a hospital highly is a plus
Knowledge of Microsoft Office suite is required
Experience with Salesforce.com and/or Laboratory Information Systems is preferred
Strong verbal and written communication skills and excellent ability to listen and respond
Must be courteous with strong customer service orientation
Excellent multitasking abilities required
Strong flexibility and the ability to manage and adapt to changing priorities quickly
Bilingual in English and Spanish highly desirable
If you're looking for a career that offers opportunities for growth, continual development, professional challenge and the chance to make a real difference, apply today!
Labcorp is proud to be an Equal Opportunity Employer:
Labcorp strives for inclusion and belonging in the workforce and does not tolerate harassment or discrimination of any kind. We make employment decisions based on the needs of our business and the qualifications and merit of the individual. Qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), family or parental status, marital, civil union or domestic partnership status, sexual orientation, gender identity, gender expression, personal appearance, age, veteran status, disability, genetic information, or any other legally protected characteristic. Additionally, all qualified applicants with arrest or conviction records will be considered for employment in accordance with applicable law.
We encourage all to apply
If you are an individual with a disability who needs assistance using our online tools to search and apply for jobs, or needs an accommodation, please visit our accessibility site or contact us at Labcorp Accessibility. For more information about how we collect and store your personal data, please see our Privacy Statement.
Auto-ApplyCustomer Service Rep(05161) - 437 John Sims Pkwy
Customer support representative job in Valparaiso, IN
Auburn-Washburn
Job DescriptionABOUT THE JOB
You got game? You got spring in your step? You want the best job in the world! And schedules that work with you, not against you? That's right, we live to beat the rush and make it possible to make, bake or take pizzas during the hungry hours of the day and night, part or full time. You'll have plenty of time left over for school, hanging with your friends, or whatever. Sound good? Even if you just need a second job for some extra cash, Domino's Pizza is the perfect place for you.
We are searching for qualified customer service reps with personality and people skills. We're growing so fast it's hard to keep up, and that means Domino's has lots of ways for you to grow (if that's what you want), perhaps to management, perhaps beyond. Whether it's your hobby, main-gig, or supplemental job, drop us a line. We're bound to have just the thing for you.
ADVANCEMENT
Many of our team members began their careers as delivery drivers and today are successful Domino's franchise owners. From customer service representative to management, General Manager to Manager Corporate Operations or Franchisee, our stores offer a world of opportunity.
DIVERSITY
Our mission is to recognize, appreciate, value and utilize the unique talents and contributions of all individuals. To create an environment where all team members, because of their differences, can reach their highest potential.
SUMMARY STATEMENT
We take pride in our team members and our team members take pride in Domino's Pizza! Being the best pizza delivery company in the world requires exceptional team members working together. At Domino's Pizza, our people come first!
JOB REQUIREMENTS
You must be 16 years of age or older.
General job duties for all store team members
Operate all equipment.
Stock ingredients from delivery area to storage, work area, walk-in cooler.
Prepare product.
Receive and process telephone orders.
Take inventory and complete associated paperwork.
Clean equipment and facility approximately daily.
Training
Orientation and training provided on the job.
Communication Skills
Ability to comprehend and give correct written instructions.
Ability to communicate verbally with customers and co-workers to process orders both over the phone and in person.
Essential Functions/Skills
Ability to add, subtract, multiply, and divide accurately and quickly (may use calculator).
Must be able to make correct monetary change.
Verbal, writing, and telephone skills to take and process orders.
Motor coordination between eyes and hands/fingers to rapidly and accurately make precise movements with speed.
Ability to enter orders using a computer keyboard or touch screen.
WORK CONDITIONS
Exposure to:
Varying and sometimes adverse weather conditions when removing trash and performing other outside tasks.
In-store temperatures range from 36 degrees in cooler to 90 degrees and above in some work areas.
Sudden changes in temperature in work area and while outside.
Fumes from food odors.
Exposure to cornmeal dust.
Cramped quarters including walk-in cooler.
Hot surfaces/tools from oven up to 500 degrees or higher.
Sharp edges and moving mechanical parts.
SENSING
Talking and hearing on telephone.
Near and mid-range vision for most in-store tasks.
Depth perception.
Ability to differentiate between hot and cold surfaces.
TEMPERAMENTS
The ability to direct activities, perform repetitive tasks, work alone and with others, work under stress, meet strict quality control standards, deal with people, analyze and compile data, make judgements and decisions.
Additional InformationAdditional Job DetailsPHYSICAL REQUIREMENTS including, but not limited to the following:
Standing
Most tasks are performed from a standing position.
Walking
For short distances for short durations.
Surfaces include ceramic tile bricks with linoleum in some food process areas. Height of work surfaces is between 36 and 48.
Sitting
Paperwork is normally completed in an office at a desk or table.
Lifting
Bulk product deliveries are made twice a week or more and are unloaded by the team member using a hand truck.
Deliveries may include cases of ingredients and supplies weighing up to 50 pounds with dimensions of up to 3' x 1.5'.
Cases are usually lifted from floor and stacked onto shelves up to 72 high.
Carrying
Large cans, weighing 3 pounds, 7 ounces, are carried from the workstation to storage shelves.
Occasionally, pizza sauce weighing 30 pounds is carried from the storage room to the front of the store.
Trays of pizza dough are carried three at a time over short distances, and weigh approximately 12 pounds per tray.
Pushing
To move trays which are placed on dollies. A stack of trays on a dolly is approximately 24 - 30 and requires a force of up to 7.5 pounds to push.
Trays may also be pulled.
Climbing
Team members must infrequently navigate stairs or climb a ladder to change prices on signs, wash walls, perform maintenance.
Stooping/Bending
Forward bending at the waist is necessary at the pizza assembly station.
Toe room is present, but workers are unable to flex their knees while standing at this station.
Duration of this position is approximately 30 - 45 seconds at one time, repeated continuously during the day.
Forward bending is also present at the front counter and when stocking ingredients.
Crouching/Squatting
Performed occasionally to stock shelves and to clean low areas.
Reaching
Reaching is performed continuously; up, down and forward.
Workers reach above 72 occasionally to turn on/off oven controls, change prices on sign, and lift and lower objects to and from shelves.
Workers reaching down to perform such tasks as scooping cornmeal from a plastic barrel, or washing dishes.
Workers reach forward when obtaining topping ingredients, cleaning work surfaces, or answering phones.
Hand Tasks
Eye-hand coordination is essential. Use of hands is continuous during the day.
Frequently activities require use of one or both hands.
Shaping pizza dough requires frequent and forceful use of forearms and wrists.
Workers must manipulate a pizza peel when removing pizza from the oven, and when using the rolling cutter.
Frequent and/or forceful pinching is required in the assembly of cardboard pizza boxes.
Team Members must be able to grasp cans, the phone, the pizza cutter and pizza peel, and pizza boxes.
Machines, Tools, Equipment, Work Aids
Team Members may be required to utilize pencils/pens, computers, telephones, calculators, TDD equipment, pizza cutter and pizza peel.
Customer Service Representative - South Bend, IN
Customer support representative job in South Bend, IN
Kedia Corporation connects people with what they want on a global scale. We are committed through use of innovation to create exceptional user experiences. Kedia is engineering. Using cutting edge techniques, we have defined the way business will continue future operations. Our company provides a challenging, fast paced, and growth oriented foundation to develop and empower people to innovate in the business services field
Job Description
Tasks
Confer with customers by telephone or in person to provide information about products or services, take or enter orders, cancel accounts, or obtain details of complaints.
Keep records of customer interactions or transactions, recording details of inquiries, complaints, or comments, as well as actions taken.
Check to ensure that appropriate changes were made to resolve customers' problems.
Determine charges for services requested, collect deposits or payments, or arrange for billing.
Refer unresolved customer grievances to designated departments for further investigation.
Review insurance policy terms to determine whether a particular loss is covered by insurance.
Contact customers to respond to inquiries or to notify them of claim investigation results or any planned adjustments.
Resolve customers' service or billing complaints by performing activities such as exchanging merchandise, refunding money, or adjusting bills.
Compare disputed merchandise with original requisitions and information from invoices and prepare invoices for returned goods.
Obtain and examine all relevant information to assess validity of complaints and to determine possible causes, such as extreme weather conditions that could increase utility bills.
Tools
used in this occupation:
Autodialers
- Autodialing systems; Predictive dialers
Automated attendant systems
- Voice broadcasting systems
Automatic call distributor ACD
- Automatic call distribution ACD system
Scanners
Standalone telephone caller identification
- Calling line identification equipment; Dialed number identification systems DNIS
Technology
used in this occupation:
Contact center software
- Avaya software; Multi-channel contact center software; Timpani Contact Center; Timpani Email
Customer relationship management CRM software
- Austin Logistics CallSelect; Avidian Technologies Prophet; SSA Global software; Telemation e-CRM
Electronic mail software
- Astute Solutions PowerCenter; IBM Lotus Notes; Microsoft Outlook
Network conferencing software
- Active Data Online WebChat; eStara Softphone; Parature eRealtime; Timpani Chat
Spreadsheet software
- Microsoft Excel
Knowledge
Customer and Personal Service
- Knowledge of principles and processes for providing customer and personal services. This includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction.
Clerical
- Knowledge of administrative and clerical procedures and systems such as word processing, managing files and records, stenography and transcription, designing forms, and other office procedures and terminology.
English Language
- Knowledge of the structure and content of the English language including the meaning and spelling of words, rules of composition, and grammar.
Qualifications
Skills
Active Listening
- Giving full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate, and not interrupting at inappropriate times.
Speaking
- Talking to others to convey information effectively.
Service Orientation
- Actively looking for ways to help people.
Persuasion
- Persuading others to change their minds or behavior.
Reading Comprehension
- Understanding written sentences and paragraphs in work related documents.
Critical Thinking
- Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems.
Writing
- Communicating effectively in writing as appropriate for the needs of the audience.
Coordination
- Adjusting actions in relation to others' actions.
Social Perceptiveness
- Being aware of others' reactions and understanding why they react as they do.
Negotiation
- Bringing others together and trying to reconcile differences.
Abilities
Oral Comprehension
- The ability to listen to and understand information and ideas presented through spoken words and sentences.
Oral Expression
- The ability to communicate information and ideas in speaking so others will understand.
Speech Clarity
- The ability to speak clearly so others can understand you.
Speech Recognition
- The ability to identify and understand the speech of another person.
Written Expression
- The ability to communicate information and ideas in writing so others will understand.
Near Vision
- The ability to see details at close range (within a few feet of the observer).
Problem Sensitivity
- The ability to tell when something is wrong or is likely to go wrong. It does not involve solving the problem, only recognizing there is a problem.
Written Comprehension
- The ability to read and understand information and ideas presented in writing.
Deductive Reasoning
- The ability to apply general rules to specific problems to produce answers that make sense.
Inductive Reasoning
- The ability to combine pieces of information to form general rules or conclusions (includes finding a relationship among seemingly unrelated events).
Additional Information
If this sounds like the right job for you, then use the button below to submit your resume. We look forward to receiving your application.
Customer Service Representative/ Brand Ambassador : Full Time
Customer support representative job in South Bend, IN
Infinity Specialized Marketing is one of the fastest and most successful marketing and advertising firms in the South Bend area and we are currently going through a nationwide expansion. We handle the marketing, account management, brand management, and customer retention for Top Fortune 100 companies. Check out our Facebook page *******************************************************
Job Description
IMMEDIATE HIRE - NO EXPERIENCE NECESSARY - FULL TIME POSITIONS
ENTRY LEVEL POSITIONS IN:
ENTRY LEVEL MARKETING / CUSTOMER SERVICE - RAPID ADVANCEMENT IN OUR NEW OFFICE!
We provide marketing and advertising campaigns for national accounts in the area!
We
provide customers with the everyday value and uncompromising customer service that has made us so successful. We are now accepting applications for Customer Service and Brand Representatives for our recent office expansions. Be a part of an exciting, fun work environment, while helping to develop the
local
market.
*We are looking to fill 10 entry-level positions with full training and growth into management!*
Responsibilities:
The Core responsibility of a
Customer Service / Event Marketing Rep
is to establish strong customer relations while representing national and local clients professionally
You will also attend and participate in meetings to increase marketing and training abilities while honing in on the leadership skill sets to prepare for management.
You will also be completing relevant paperwork accurately and in a timely manner and continually updating your product and market knowledge
Promotional Marketing and Advertising
Requirements
Ability to work cooperatively as part of a team.
· Interact with customers to provide top notch service.
- Upbeat, energetic, positive personality!!!
**We do not participate in door-to-door, business-to-business, or telemarketing.**
APPLY NOW FOR IMMEDIATE CONSIDERATION!
Additional Information
All your information will be kept confidential according to EEO guidelines.
Customer Service Representative(Account Management)
Customer support representative job in Portage, IN
Since 1961, Precoat Metals (**************** has been setting the standards in the coil coatings industry worldwide. We are committed to this level of quality in both our product line and customer service, and focus our resources on investigating and implementing new coil coating technologies, developing unique coatings, ink and film systems, and designing multifaceted prints while reducing the cycle time to market. We are able to achieve this "culture of excellence" thru the hard work and talent of the people on our team.
Job Description
Your previous customer service/account management experience in a fast paced environment makes you the perfect candidate to fill our open position. You will be based at our Portage, IN facility and will work cooperatively with customers & members of the production and distribution team to grow existing customers, support new customers and meet or exceed monthly sales quotas at the appropriate gross margin while increasing customer satisfaction.
In addition to being the representative of our customer and their advocate, you will:
Generate new & repeat sales by providing product and technical information in a timely manner
Determine customer requirements and expectations in order to recommend specific products and solutions
Present price, credit and terms in accordance with standard procedures and customers' profitability profiles
Accurately process customer transactions such as orders, quotes or returns
Provide accurate information regarding scheduling and availability of items
Obtain and provide accurate information relating to shipment dates and expected date of delivery
Proactively recommend items needed by customers to increase customer satisfaction and improve transaction profitability
Increase sales and average order size by means of cross-selling, up-selling, add-on sales
Educate customers about terminology, features and benefits of products in order to improve product related sales and customer satisfaction
Monitor scheduled shipment dates to ensure timely delivery and expedite as needed
Contact customers following sales to ensure ongoing customer satisfaction and resolve any complaint
Remain current on consumer preferences, changes in local codes and product developments
Setup and maintain customer files
Identify trends in customer satisfaction or dissatisfaction
Manage time effectively, meet personal goals and work effectively with other members of the team
Maintain proficiency in using personal computer, data entry terminal and other common office equipment and software
Follow company policies and procedures
Present a professional image at all times to customers and vendors
Conduct ongoing customer needs, analysis, research of customer requirements through first party resources.
Complete contact activity reports
Assist in sales projects like price increases etc.
Qualifications
You will bring your High School diploma or equivalent and 2-5 years of customer service or inside sales experience, preferably in an industrial setting along with being a highly motivated self-starter who is articulate, persistent & outgoing with a professional demeanor to the team. In addition to:
Must be able to work in a team-oriented, fast-paced, sales environment
Provide track record of consistently achieving or exceeding goals
Proficient to advanced computer skills with Microsoft applications, Word, Excel and Outlook
Superior customer service & selling skills.
Superb communication and interpersonal skills
Strong organizational skills with the ability to prioritize & multi-task
Detailed oriented & able to work independently
Customer focused with exceptional telephone sales ability
Additional Information
We are an Equal Opportunity Employer. M/F/Disabled/Veterans
Precoat Metals is a Drug Free Workplace
We are an Equal Opportunity Employer.
Precoat Metals is a Drug Free Workplace
eCommerce Customer Service, Representative
Customer support representative job in Elkhart, IN
Overall Responsibilities: The E-Commerce Customer Service Representative acts as the primary point of contact for online customers, supporting both standard customer service interactions and technical inquiries. This role requires a solid understanding of e-commerce systems, order management, and product specifications-particularly for mechanical or industrial components.
RESPONSIBILITIES:
Customer Interaction & Support:
Deliver responsive and courteous support via phone, email, and live chat.
Assist customers with placing and modifying orders, returns, and exchanges.
Provide guidance on product compatibility, specifications, and installation.
Manage warranty claims and escalate product defect issues as needed.
Engage with customers on third-party marketplaces (Amazon, eBay, etc.).
Order & Fulfillment Coordination:
Monitor and manage order status using e-commerce and ERP platforms.
Collaborate with the warehouse and shipping teams to ensure timely deliveries.
Investigate and resolve order discrepancies or shipment issues.
Generate shipping labels or track shipments through integrated systems.
Technical Responsibilities:
Interpret technical product documentation (e.g., part numbers, spec sheets, diagrams).
Use product databases to cross-reference parts, alternates, or superseded items.
Troubleshoot customer-reported issues involving part fitment or performance.
Support web content accuracy by flagging incorrect product information or images.
Work with the e-commerce and IT teams to test and validate site features (search filters, product bundling, checkout process).
Create or update SOPs for technical inquiries and system troubleshooting processes.
Run or review system-generated reports related to customer service metrics or product return trends.
Systems & Tools:
Utilize CRM and ticketing systems such as Zendesk, Freshdesk, or HubSpot.
Operate e-commerce backends (e.g., Shopify, BigCommerce, WooCommerce).
Navigate ERP or WMS software for order and inventory management (e.g., NetSuite, Fishbowl, SAP).
Maintain accurate records in databases and spreadsheets using Excel/Google Sheets.
Characteristics and skills:
Work well within a team environment.
Strong problem-solving skills.
High attention to detail and accuracy.
Superior organizational skills, as well as a proven ability to provide quality service in a fast-paced environment.
Ability to "build relationship" with customers to drive high Customer Satisfaction.
Ability to multitask, effective time management skills and a basis for action.
Excellent written and verbal communication skills. Customer service focuses on good telephone skills with a positive attitude.
Effective Presentation Skills.
Very sharp, innovative, and accustomed to "figuring it out."
Mature judgment and decision-making ability.
Educational and other requirements:
High school diploma required; technical or business degree preferred.
2+ years of customer service experience, ideally in a manufacturing, distribution setting or auto parts counter.
Experience with mechanical or industrial products is highly desirable.
Comfort reading technical documents and understanding part applications.
Proficiency in using e-commerce platforms and customer service tools.
Excellent written and verbal communication skills.
Strong troubleshooting, multitasking, and organizational abilities.
Familiarity with HTML or product content management tools is a plus.
Required Education: High School
Travel Percentage: 10.0
Travel Required: Yes
Virtual Job: false
Customer Service Representative - State Farm Agent Team Member
Customer support representative job in Valparaiso, IN
Job DescriptionBenefits:
Simple IRA
License reimbursement
Bonus based on performance
Competitive salary
Flexible schedule
Opportunity for advancement
Paid time off
Training & development
ROLE DESCRIPTION:
As a Customer Service Representative - State Farm Agent Team Member with Kyle Barone - State Farm Agent, you will generate the kind of exceptional client experiences that reinforce the growth of a successful insurance agency. Your attention to detail, customer service skills, and desire to help people make you an ideal fit. You will enhance your career while resolving customer inquiries, coordinating with other agency team members, and anticipating the needs of the community members you support.
We look forward to connecting with you if you are the ideal customer-focused and empathetic team member we are searching for. We anticipate internal growth opportunities for especially driven and sales-minded candidates.
RESPONSIBILITIES:
Answer customer inquiries and provide policy information.
Assist clients with policy changes and updates.
Process insurance claims and follow up with clients.
Maintain accurate records of customer interactions.
QUALIFICATIONS:
Strong communication and interpersonal skills.
Detail-oriented and able to multitask.
Previous customer service experience preferred.
Care Coordinator
Customer support representative job in Eau Claire, MI
Job Details Eau Claire, MIDescription
InterCare is a Federally Qualified Health Center which MAY qualify employees for National Student Loan Forgiveness program.
Become part of a Migrant and Community Health Center, where you will:
Have a passionate purpose.
Do worthwhile work.
Make a difference in people's lives.
InterCare is searching for a part-time
(approximately 24-hours/week)
Care Coordinator to join our team at our Eau Claire Health Center. At InterCare, you'll find a rewarding and challenging work environment and a competitive compensation with pay starting at $19.00/hr. and benefits package which includes: vacation/personal paid time off, sick time, 10 paid holidays, tuition reimbursement program, medical, prescription, dental, vision, life insurance, and short term and long term disability insurance.
At InterCare Community Health Network, we believe all people have the right to equal access to quality health care.
InterCare NO LONGER requires employees to have the COVID vaccine
,
however, y
ou may receive a vaccine at no cost at any of our clinic locations.
Work Schedule:
Hours/Days TBD, with occasional late patient activity. Days and work schedule may vary due to business need. NO WEEKENDS! NO MAJOR HOLIDAYS!
Minimum Requirements
Possesses a high school diploma or equivalent.
Successful completion of 126 hours of the Community Health Worker Michigan-specific training. 4 hours of MI Bridges Medicaid enrollment training certification, and completion of the Certified Application Counselor (CAC) curriculum within 6 months.
BCLS certification within 90 days.
Primary Accountability
Responsible for assisting patients and their families in the activities of population health management including care coordination, navigation, access to community services, and other resources. The Care Coordinator works in collaboration with the Care Manager to assist in transitions of care, gap closure, care coordination, social determinants of health, motivational interviewing, and referral concerns.
Description of Primary Duties & Responsibilities
Responsible for collaborating with the care managers to provide care to patients presenting with a variety of needs.
Identifies social determinant of health needs of assigned care-managed patients: food resources, transportation issues, health literacy, access to care, housing concerns
Conducts transitions of care with patients under the proper guidance of the care manager or other designated staff.
Appropriately provides referrals for services to community agencies and patient advocacy.
Provides care coordination, coaching and health education through ongoing follow up, basic motivational interviewing and goal setting with patients and families.
Assists to reduce the stigma and barriers to health care by providing culturally and linguistically humble care, and reliable information to both community members and health care providers.
Conducts consistent follow-up with patients via phone calls, home visits, and visits to other settings where patients may be located.
Assists the care managers to ensure patients understand their care plans and instructions.
Qualifications
Professional and Technical Knowledge
Possesses skills in motivation, self-direction, and punctuality along with the ability to work well as part of a team and keep team members updated on current project developments.
Basic to intermediate level skills in Microsoft Office Suite.
Ability to present educational information to patients one-on-one or in group settings.
Knowledge of medical terminology preferred.
Communication Skills
Possesses a professional and complex concepts in a clear effective manner.
Possesses excellent cross cultural communication skills.
Physical Demands
Job duties are performed in the typical office environment of the organization, which requires ordinary ambulatory skills sufficient to visit other locations. The environmental factors and/or physical requirements of this position include the following:
Ability to stand, walk, stoop, kneel, crouch, frequently sit, may need to occasionally lift up to 25 lbs.
Requires good hand-eye coordination, reach with arms & hands, and finger dexterity, including ability to grasp, and manipulate (using keyboard, office equipment)
Visual acuity to use keyboard, operate office equipment, and read printed material and regularly required to talk and hear.
Call Center Representative-Broadband Support
Customer support representative job in Portage, MI
Start with a job, stay for a career.
For over 100 years, Edward Rose & Sons has been committed to career development for our team members. We offer you the opportunity to grow in an environment where you will feel valued, have room for advancement, and be rewarded for your good work.
We are looking for a professional and motivated individual to join our Broadband team as a Call Center Representative. Call Center Representatives provide customer service, technical troubleshooting and quality assurance for our residents. There are no outbound sales calls.
What are the responsibilities of a Call Center Representative?
Conducting oneself in a professional manner as a company representative, demonstrating sound judgment and conduct.
Following Fair Housing guidelines.
Additional duties as assigned by supervisor.
What are the role requirements?
Good team player, including demonstrated ability to foster a positive team environment.
Able to effectively and professionally communicate both orally and in writing, including over the phone.
Competent computer and Internet skills, especially Microsoft Office and email.
Proficient home networking skills and experience with associated software/hardware.
A familiarity with DISH Network is helpful, but will train the right individual.
Customer support or college experience is preferred.
Must have reliable transportation and valid driver's license.
What's in it for you?
Comprehensive benefits package, including 401(k) with company match
Generous paid time off programs
Competitive compensation plan
Employee referral program
Great work environment
Opportunities for advancement
Discounted apartment home
Grow a Career with Edward Rose & Sons!
Edward Rose & Sons is committed to career development for our team. We offer training and development through on the job, technical, sales, and leadership tracks and provide solid growth potential in all areas of our business.
Our Mission, Vision, and Values:
We are an Equal Opportunity Employer, and we affirmatively seek diversity in our workplace. We recruit qualified candidates and advance our employees without regard to race, color, religion, gender, age, disability, genetic information, ethnic or national origin, marital status, veteran status, or any other status or characteristic protected by federal, state or local laws.
Call Center Representative
Customer support representative job in Paw Paw, MI
Job DescriptionDescriptionAs a Call Center Representative, you will accurately and professionally handle all phone inquiries including, but not limited to, all phases of the patient scheduling and appointment process. Our Call Center Representatives maximize efficiency through facilitating and ensuring the accuracy of patient information and seizing opportunities to ensure patients flow in the clinic.
What you will be doing
Schedule patient appointments and contact patients for rescheduling, missed appointments, and appointment reminders
Gather all pertinent demographic information with accuracy
Assure incoming & outgoing clinical summaries and referrals are appropriately placed in patient record
Assure we have received referrals as necessary by doctor or insurance
Triage calls properly to assure location and doctor are compliant with the patients' symptoms
Act as a liaison between patients, guests, back office staff and providers
Perform other duties as assigned
What you know Required
High school diploma or equivalent
One (1) or more years of office experience or customer service experience
Excellent computer and verbal communication skills
Desired
Healthcare experience
Highly organized, detail-orientated, a strong work ethic, and demonstrated teamwork skills
Able to multi-task and meet deadlines
What you will receive
Competitive wages
Robust benefit package including medical, dental, life and disability (short- and long-term) insurance
Generous paid time off (PTO) program
Seven (7) company paid holidays
401(k) retirement plan with company match
An organization focused on People, Passion, Purpose and Progress
Inspirational culture
2025 Customer Success Representative
Customer support representative job in New Paris, IN
As a Customer Success Representative, you serve as a primary point of contact for KMC Controls' customers, ensuring satisfaction through proactive communication, order management, and problem resolution. This role supports the Customer Success, Technical Support, Training, Sales, Production, and Shipping departments by managing inquiries, coordinating with internal departments, and maintaining a positive, professional customer experience from order placement through post-sale support.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Include the following. Other duties may be assigned. The below statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties, and requirements of personnel as classified. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Manage customer orders from entry through fulfillment, ensuring accuracy and timely delivery.
Respond promptly to customer inquiries via phone, email, or CRM system.
Provide product information, pricing, and order status updates.
Collaborate with production, shipping, and technical support teams to resolve customer issues.
Document and track customer interactions in the company's CRM system.
Monitor account activity and identify opportunities for improved customer experience or process efficiency.
Support sales initiatives by assisting with quotes, returns, and product availability checks.
Maintain an up-to-date understanding of KMC Controls products, systems, and services.
Client Specialist
Customer support representative job in Mishawaka, IN
About the Role:
As a Client Specialist at Baird, you'll play a pivotal role in delivering outstanding client service and operational support to one or more Financial Advisors. You'll be at the heart of the client experience-coordinating onboarding, managing communications, supporting account operations, and helping organize impactful client events. Your work will directly contribute to the success of Baird's Private Wealth Management business, where true wealth management means understanding each client's unique vision and tailoring solutions to help them succeed.
Check out this video to learn more about the day in the life of our Client Assistants and Client Specialists!
The Impact You'll Make:
Responsible for client onboarding coordination, which includes managing Financial Advisor(s) prospect pipeline, assisting with proposal generation, preparing new account paperwork, opening accounts, transitioning new assets to Baird and establishing an ongoing communication/client service plan.
Gain knowledge of and leverage partnership with Baird's Corporate Resource Groups to provide the best wealth management solutions to clients.
Answers all incoming phone calls and handles as appropriate. Manages client needs where possible and advises Financial Advisor of action taken.
May schedule client appointments and/or conference room for appointments.
Assemble/generate materials including paperwork and reports for client meetings.
Understand and ensure business adherence with firm and financial industry regulatory policies.
May manage FA and Team's social media presence (website, LinkedIn, Twitter, etc.).
Maintain Client Relationship Management (CRM) system for Financial Advisor(s), as well as leverage the platform to manage the client relationship through mailings, reporting, e-mail tracking, and more, with the goal of implementing well-defined client service models.
May organize and coordinate seminars and client events at the direction of Financial Advisor(s). Develops client lists, designs material and seminar/meeting content, coordinates PowerPoint presentations and follows through with client contact.
Seek ways to enhance FA(s) business effectiveness and marketability.
Initiates and completes all transactions required to fully service client accounts i.e. paperwork, correspondence, client request fulfillment and special projects as needed.
May enter security orders including stocks, bonds, fixed income, options, annuities and other investment vehicle orders per Financial Advisors' instructions or upon client's verbal direction.
May also provide back-up to other teams and the branch when necessary, as well as perform other duties and special projects as necessary.
Proactively review investment opportunities on a daily basis & notify Financial Advisor(s) to take action on those opportunities with the goal of driving the Financial Advisors' business. Specifically, this may include funds available/money line, maturing securities, reorg items, and previous days' activities.
What You'll Bring to Baird:
2+ years of prior industry and/or administrative work experience.
Must have Active Securities Industry Essentials (SIE) Exam, Series 7, and Series 66 or Series 63 and Series 65 licenses or be willing to study and obtain within 18 months of hire. Training and resources to be provided and paid for by Baird. If not fully licensed, title will be Client Assistant.
Proficient in Microsoft Office suite (Word, Excel, PowerPoint) with the ability to learn and effectively navigate Baird's Private Wealth Management technology platforms.
Excellent verbal and written communication skills; ability to adeptly exchange ideas and information.
Detail oriented with an emphasis on accuracy.
Strong organizational skills -- consistent ability to prioritize workflow of team to achieve specific goals in a timely manner.
Understands compliance regulations and correspondence policies. Maintains client confidentiality in all situations.
Good analytical and critical problem-solving skills.
Bachelor's degree preferred, not required.
#LI-PWM3
Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.
Provider Enrollment & Credentialing Rep
Customer support representative job in Granger, IN
Reports to the Supervisor, Provider Enrollment & Credentialing. Responsible for the timely completion of all initial and re-credentialing processes, as well as payer enrollments, for Beacon Health System. Coordinates with physicians, providers, credentialing agencies, regulatory bodies, payors, office managers, and contracted providers to ensure credentialing and enrollment activities comply with National Committee on Quality Assurance (NCQA) standards and departmental policies and procedures.
MISSION, VALUES, AND SERVICE GOALS
MISSION: We deliver outstanding care, inspire health, and connect with heart.
VALUES: Trust. Respect. Integrity. Compassion.
SERVICE GOALS: Personally connect. Keep everyone informed. Be on their team.
Primary Responsibilities
Credentialing
* Ensures timely completion of credentialing activities in compliance with NCQA and departmental standards.
* Coordinates with external agencies, payors, office managers, and contracted providers to complete credentialing requirements.
* Acts as a liaison with Medical Directors, Hospital Medical Staff, and internal/external stakeholders regarding credentialing status.
* Performs Primary Source Verifications per applicable accreditation standards (JCAHO, AAAHC, URAC, etc.).
* Conducts online verifications and reviews relevant credentialing resources.
* Notifies appropriate entities of provider effective and termination dates.
* Communicates with the Physician Recruitment team regarding provider onboarding and credentialing status.
* Maintains regular follow-up with providers and communicates status updates to ensure credentialing completion prior to start dates.
Enrollment
* Ensures timely completion of all payer enrollment activities per payer requirements and departmental procedures.
* Completes insurance and government applications on behalf of Beacon Health System providers.
* Alerts management of any delays or non-compliance issues.
* Maintains accurate and up-to-date data in credentialing software systems.
* Provides timely reports as needed.
* Manages and updates each provider's CAQH online profile.
* Applies for and maintains Beacon Health System provider NPPES (National Plan & Provider Enumeration System) identifiers.
* Assists Beacon Medical Group and hospital Patient Accounts departments with network and claims issues related to credentialing.
* Adheres to strict follow-up schedules, ensuring all credentialing and enrollment steps are completed before provider start dates.
Organizational Responsibilities
* Attends and participates in department meetings; accountable for all information shared.
* Completes mandatory education, annual competencies, and department-specific training within required timeframes.
* Complies with annual employee health requirements and organizational/departmental policies.
Education and Experience
* High school diploma or equivalent required; Associate's Degree in Business, Health Administration, or a related field preferred.
* Minimum of three years of credentialing experience or equivalent experience in healthcare or health insurance preferred.
Knowledge and Skills
* Working knowledge of federal, state, and local laws and NCQA standards applicable to credentialing and enrollment.
* Strong analytical, problem-solving, and organizational skills to enhance and streamline credentialing processes.
* Proficient in Microsoft Office Suite and standard office equipment.
* Excellent written and verbal communication skills.
* Strong interpersonal skills to build and maintain effective relationships with internal and external stakeholders.
Working Conditions
* Primarily office-based environment.
Physical Demands
* Requires physical ability and stamina to perform the essential functions of the position.